See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,751 | $88,672-89.0% | $105,223-90.7% | $82,448-88.2% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 9.50% | 30.86%-21.4pp | 180.65%-171.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $888 | $3,048-70.9% | $3,689-75.9% | $2,551-65.2% |
| Participant deferral / active EE | $3,225 | $4,036-20.1% | $5,072-36.4% | $4,139-22.1% |
| Admin fee / account holder | $2,326 | $7,146-67.4% | $8,859-73.7% | $7,234-67.8% |